Корично изображение Електронна книга

Wealth management in any market : timeless strategies for building financial security /

Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in An...

Пълно описание

Основен автор: Bahbah, Bishara A., 1958-
Формат: Електронна книга
Език: English
Публикувано: Hoboken, N.J. : John Wiley & Sons, ℗♭2009.
Предмети:
Онлайн достъп: http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=304315
Подобни документи: Print version:: Wealth management in any market.
Съдържание:
  • Wealth management: the cornerstone of your future security
  • The 15 ingredients of a successful investment strategy
  • Why everyone needs an estate plan
  • Learn to save and properly manage your debt
  • How to plan for a comfortable retirement
  • Why insurance is a must in your wealth management plan
  • How to plan your gifting and maximize its value
  • Asset protection strategies
  • Taxes and tax-saving strategies
  • The role and qualities of an exceptional wealth advisor.